How To Add Multiple Receipts to Xero (Even on Mobile!)

Get Shift Done: Tips and Tricks

Creating an expense report (or claim, as Xero calls them) can be tedious, especially if you have multiple receipts to add to it. With Xero you can add a bunch of files — like photos of receipts — all at once, and then attach them to your claim later. Here’s how:

Start by logging into Xero. From the Dashboard, you’ll see a file folder icon in the upper right corner. Click on that icon.

That will open the Files Inbox screen. If you don’t have any files in your Files Inbox, it will look like this. From here, click the “Upload Files” button.

Once you’ve done that, a file browser window for your computer will open. Navigate to where the files you want to upload are on your machine.

Select the files you want to upload — I’ve selected all of the receipt images in the directory. Then click on the “Open” button:

Xero takes a moment to upload each of the files you’ve selected, showing a progress bar for each one. Once it’s done, all of your files are in the Files Inbox and ready for you to add to your expense report.

Also, note in the above screenshot, if you have files in your Files Inbox already, the “Upload Files” button is still there. It’s just moved to right below the Inbox text. So if you’re going to add more files, it’s still easy to find.

GSD: Tips and Tricks is brought to you by Xero, the cloud accounting software solution for your small business. With Xero, you can log in anytime, anywhere to get a real-time view of your cash flow and manage your books. Start your free 30-day trial today.